IRA-Based
2023 plan-year IRA-Based DOL Form 5500

BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WILLIAM BEAUMONT HOSPITAL

This IRA-Based plan holds $2.6B in total assets and serves 33,717 participants as of 2023. It is sponsored by WILLIAM BEAUMONT HOSPITAL in Michigan. The plan reported positive net income of $393M for the year.

Total Assets (2023)
$2.6B
Participants
33,717
State
Industry
Healthcare & Social Assistance

What the Filing Says About BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN

BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN is a IRA-Based retirement plan sponsored by WILLIAM BEAUMONT HOSPITAL, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $2.6B in total end-of-year assets and covers 33,717 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 381459362, and the plan has been effective since 2001-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.2B at the beginning of 2023 to $2.6B at year-end — a gain of 17.6%. Net assets (after liabilities) closed the year at $2.6B, with reported net income of $393M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2.2B
Total Assets (End of Year)$2.6B
Net Assets (End of Year)$2.6B
Net Income$393M
Plan TypeIRA-Based
Employer EIN381459362
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WILLIAM BEAUMONT HOSPITAL)

Year Plans Participants Total Assets
2022 2 42,362 $3.4B
2023 2 41,569 $4.0B
2024 2 41,313 $4.4B

Nearby IRA-Based Plans in Michigan

Peer IRA-Based plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN?
As of the 2023 Form 5500 filing, BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN holds $2.6B in total assets with 33,717 participants. It is sponsored by WILLIAM BEAUMONT HOSPITAL.
What type of plan is BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN?
BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN is a IRA-Based plan. It has been effective since 2001-07-01. The plan is filed with the U.S. Department of Labor under EIN 381459362.
Who sponsors the BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN?
BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN is sponsored by WILLIAM BEAUMONT HOSPITAL, located in Michigan. The sponsor's EIN is 381459362 and the plan operates in the Healthcare & Social Assistance industry.
How did BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN perform in 2023?
BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN grew by 17.6% during 2023, moving from $2.2B to $2.6B in total assets. Net income was $393M.
Where can I find official filings for BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381459362 or plan name at efast.dol.gov.
How does BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN against other IRA-Based plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 381459362.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.